Is My Upfront Offer a Good Deal? – Firm Transitions Podcast with Jeff Nash
On episode 26 of the Firm Transitions podcast, Jeff Nash and I catch-up to discuss how large upfront broker dealers offers can act more like loans than deals, really impacting an advisor’s long-term earnings potential.
They provide and
• Examples of how to calculate the true costs of accepting upfront bonuses
• Emphasizing the importance of thoroughly evaluating all aspects of a firm, including fit and feel, when making a transition decision.
#FATransition #CoreyWalen #financialadvisor
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